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Vanguard Charlotte Fds intl bd idx etf shares owned by Root Financial Partners

Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Vanguard Charlotte Fds intl bd idx etf

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All positions including Vanguard Charlotte Fds intl bd idx etf held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $493k 9.8k 50.28
2024-06-30 $512k 11k 48.67
2024-03-31 $301k 6.1k 49.19
2023-12-31 $281k 5.7k 49.37
2023-09-30 $360k 7.5k 47.83
2023-06-30 $339k 6.9k 48.88
2023-03-31 $863k 18k 48.92

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Market (DFUS)
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Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Root Financial Partners

Top funds holding Vanguard Charlotte Fds intl bd idx etf

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Empower Advisory Group
Assetmark
Savant Capital Management
Bank of New York Mellon
Cetera Investment Advisers
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View all funds holding Vanguard Charlotte Fds intl bd idx etf